Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Stuncard is a financial professional based in Pittsburgh, PA. James has been in the financial services industry since 1999. He is currently registered with Osaic Institutions, Inc. where he is a registered representative. Prior to Osaic Institutions, Inc. he was also employed at INFINEX INVESTMENTS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, UVEST INVESTMENT SERVICES, PRUCO SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP. and NATIONWIDE ADVISORY SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
06/15/2015 - Present
Osaic Institutions, Inc. (Pittsburgh PA)
PA
01/30/2007 - 06/05/2015
INFINEX INVESTMENTS, INC. (PITTSBURGH PA)
PA
11/25/2004 - 11/07/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (PITTSBURGH PA)
NC
06/13/2002 - 12/06/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NJ
09/05/2001 - 03/22/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
SC
06/27/2000 - 08/29/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
06/19/1995 - 05/08/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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